Purchases and Sales Made in Q2 2022 in Southern CO (SO)
This table provides information about the institutional ownership of Southern CO (SO) during Q2 2022. The information is specifically focused on institutions that hold shares of SOUTHERN CO.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 19, 2022
Q2 2022
|
Bridge Creek Capital Management LLC
|
SELL
|
- |
-2.04K- 3.38% |
$133K - $156K
|
58.4K
$5.16M
|
|
|
Aug 05, 2022
Q2 2022
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-2.04K- 2.49% |
$134K - $156K
|
80K
$7.07M
|
|
|
Aug 12, 2022
Q2 2022
|
Railway Pension Investments LTD
London, X0 |
SELL
|
- |
-2.1K- 2.5% |
$137K - $161K
|
81.9K
$7.24M
|
|
|
Aug 11, 2022
Q2 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-2.11K- 0.73% |
$138K - $162K
|
286K
$25.3M
|
|
|
Mar 22, 2023
Q2 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-2.11K- 0.73% |
$138K - $162K
|
286K
$25.3M
|
|
|
May 10, 2024
Q2 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-2.11K- 0.73% |
$138K - $162K
|
286K
$25.3M
|
|
|
Aug 09, 2022
Q2 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-2.13K- 2.46% |
$139K - $163K
|
84.7K
$7.49M
|
|
|
Jul 18, 2022
Q2 2022
|
First United Bank & Trust
|
SELL
|
- |
-2.15K- 13.7% |
$141K - $164K
|
13.5K
$1.2M
|
|
|
Aug 30, 2022
Q2 2022
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
SELL
|
- |
-2.15K- 3.26% |
$141K - $164K
|
63.8K
$5.64M
|
|
|
Aug 12, 2022
Q2 2022
|
Rafferty Asset Management, LLC
New York, NY |
SELL
|
- |
-2.17K- 16.53% |
$142K - $166K
|
11K
$970K
|
|
|
Jul 29, 2022
Q2 2022
|
Graybill Bartz & Assoc LTD
|
SELL
|
- |
-2.24K- 31.41% |
$147K - $172K
|
4.9K
$433K
|
|
|
Aug 15, 2022
Q2 2022
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-2.3K- 11.77% |
$150K - $176K
|
17.2K
$1.52M
|
|
|
Jul 29, 2022
Q2 2022
|
Old Point Trust & Financial Services N A
|
SELL
|
- |
-2.33K- 2.76% |
$152K - $178K
|
82K
$7.25M
|
|
|
Aug 08, 2022
Q2 2022
|
Jones Financial Companies Lllp
|
SELL
|
- |
-2.38K- 25.91% |
$156K - $182K
|
6.8K
$601K
|
|
|
Aug 12, 2022
Q2 2022
|
Premier Asset Management LLC
Chicago, IL |
SELL
|
- |
-2.39K- 41.58% |
$157K - $183K
|
3.36K
$297K
|
|
|
Aug 15, 2022
Q2 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-2.43K- 27.83% |
$159K - $186K
|
6.29K
$556K
|
|
|
Jul 15, 2022
Q2 2022
|
Shikiar Asset Management Inc
|
SELL
|
- |
-2.5K- 19.46% |
$163K - $191K
|
10.4K
$915K
|
|
|
Jul 20, 2022
Q2 2022
|
Cadence Bank Na
|
SELL
|
- |
-2.5K- 30.59% |
$163K - $191K
|
5.67K
$501K
|
|
|
Aug 08, 2022
Q2 2022
|
Coldstream Capital Management Inc
|
SELL
|
- |
-2.54K- 29.58% |
$166K - $194K
|
6.05K
$535K
|
|
|
Aug 11, 2022
Q2 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-2.6K- 17.47% |
$170K - $199K
|
12.3K
$1.09M
|
|
|
Aug 15, 2022
Q2 2022
|
Cornerstone Capital, Inc.
Palo Alto, CA |
SELL
|
- |
-2.61K- 1.1% |
$171K - $200K
|
235K
$20.7M
|
|
|
Jul 27, 2022
Q2 2022
|
Lvz, Inc.
|
SELL
|
- |
-2.64K- 28.33% |
$172K - $202K
|
6.67K
$589K
|
|
|
Aug 03, 2022
Q2 2022
|
Carson Advisory Inc.
|
SELL
|
- |
-2.64K- 3.63% |
$172K - $202K
|
70.1K
$6.2M
|
|
|
Jul 28, 2022
Q2 2022
|
Schnieders Capital Management LLC
|
SELL
|
- |
-2.65K- 3.22% |
$173K - $203K
|
79.7K
$7.05M
|
|
|
Aug 02, 2022
Q2 2022
|
Brown Advisory Inc
|
SELL
|
- |
-2.66K- 8.16% |
$174K - $203K
|
29.9K
$2.65M
|
|
|
Aug 04, 2022
Q2 2022
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-2.71K- 2.72% |
$177K - $207K
|
96.8K
$8.56M
|
|
|
Aug 15, 2022
Q2 2022
|
Phocas Financial Corp.
Alameda, CA |
SELL
|
- |
-2.77KClosed |
$181K - $212K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
SELL
|
- |
-2.77KClosed |
$181K - $212K
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
Mountain Pacific Investment Advisers Inc
|
SELL
|
- |
-2.78KClosed |
$182K - $212K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Capital City Trust CO
|
SELL
|
- |
-2.78KClosed |
$182K - $212K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-2.79K- 96.54% |
$183K - $214K
|
100
$8.84K
|
|
|
Feb 13, 2025
Q2 2022
|
Ategra Capital Management, LLC
Vienna, VA |
SELL
|
- |
-2.8KClosed |
$183K - $214K
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-2.8K- 4.55% |
$183K - $214K
|
58.8K
$5.2M
|
|
|
Aug 10, 2022
Q2 2022
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-2.81KClosed |
$184K - $215K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-2.81KClosed |
$184K - $215K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-2.82KClosed |
$184K - $216K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Advisors Management Group Inc
|
SELL
|
- |
-2.83K- 2.13% |
$185K - $216K
|
130K
$11.5M
|
|
|
Aug 08, 2022
Q2 2022
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-2.83K- 10.58% |
$185K - $217K
|
23.9K
$2.12M
|
|
|
Aug 12, 2022
Q2 2022
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-2.84KClosed |
$186K - $217K
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Strs Ohio
|
SELL
|
- |
-2.84K- 0.76% |
$186K - $218K
|
372K
$32.9M
|
|
|
Aug 11, 2022
Q2 2022
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-2.87K- 4.25% |
$188K - $220K
|
64.6K
$5.71M
|
|
|
Aug 05, 2022
Q2 2022
|
M. Kulyk & Associates, LLC
|
SELL
|
- |
-2.88KClosed |
$188K - $221K
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-2.9KClosed |
$189K - $222K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Nbw Capital LLC
|
SELL
|
- |
-2.9KClosed |
$190K - $222K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-2.93KClosed |
$191K - $224K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-2.94KClosed |
$192K - $225K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-2.95K- 56.38% |
$193K - $226K
|
2.28K
$202K
|
|
|
Aug 15, 2022
Q2 2022
|
Greenline Partners, LLC
New York, NY |
SELL
|
- |
-2.95KClosed |
$193K - $226K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Carlson Capital Management
|
SELL
|
- |
-2.96KClosed |
$193K - $226K
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Kingfisher Capital LLC
|
SELL
|
- |
-2.96KClosed |
$193K - $226K
|
0
$0
|